April 12, 2020 | Daily JAM, Friday Trick or Trend, Short Term |
Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Sunday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Do this...
April 12, 2020 | Daily JAM |
...the monthly retail sales numbers for March from the Commerce Department to show how the beginning of the coronavirus recession hit retailers. Headline retail sales are expected to have plunged 8% during the month, down from a 0.5% decline in February, according to...
April 9, 2020 | Daily JAM |
Add Attorney General William Barr to voices in the Trump administration, including President Donald Trump, pushing to "re-open" the U.S. economy sooner rather than later. The Attorney General, in an interview with Fox News' Laura Ingraham, said some of the...
April 8, 2020 | Daily JAM, Dip-O-Meter, Special Reports |
Part 1: The ups and downs of the Bear In digging into the historical record of Bear Markets--again--I've come to the conclusion that what you can say about a bear market with any hope of a degree of accuracy very much depends on your time scale. In the longest time...
April 8, 2020 | Daily JAM, Morning Briefing |
Last night President Donald Trump told Sean Hannity on his Fox News show that his administration is planning to "reopen" the U.S. economy.  “We’re looking at the concept where we open sections of the country and we’re also looking at the concept where you open up...
April 6, 2020 | Daily JAM, Stock Alerts, VMC |
Last week House Speaker Nancy Pelosi threw in the towel on any near-term chance for a big infrastructure spending package. The horrific jobs numbers had convinced her, she said, that sending more aid to unemployed workers and small businesses took a higher priority....
April 4, 2020 | Daily JAM |
... what I'd call a pre-earnings season week of positioning. Traders and investors will be looking to get ahead of the first quarter earnings reports that begin next week with the big banks. And even more importantly they will be trying to get ahead of the guidance...
April 3, 2020 | CMWAY, Daily JAM, Stock Alerts |
I've only got a small bit of exposure to the global banking system and, frankly, I think it's past time to get rid of even that exposure. We're in one of those banking sector moments where we know that banks are loaded up with assets that can't be priced (in the case...
April 2, 2020 | Daily JAM, DIS, Stock Alerts |
Gugenheim analyst Michael Morris issued a deeply pessimistic call on Walt Disney (DIS) shares on Thursday, April 2. He's still more positive on the stock than I am in the next six months or so. Â While I continue to hold Disney shares in my long-term 50 Stocks...
April 2, 2020 | Daily JAM, Short Term |
The theory was that Walgreens Boots Alliance (WBA) would actually benefit from the coronavirus pandemic as consumers stocked up at the drugstore chain in preparation for the coronavirus shelter-in-place orders now becoming common in the United States and Europe. But...
April 1, 2020 | Daily JAM |
In the last few days both President Donald Trump and House Speaker Nancy Pelosi have said they'd like to move ahead with the next coronavirus rescue bill--one that includes major infrastructure spending. Today Senate Majority Leader Mitch McConnell (R-Ky.) said he...
March 31, 2020 | Daily JAM, MIDD, Stock Alerts |
I love this stock. It's been in the long-term 50 Stocks Portfolio since May 3, 2013. And someday I think the company's strategy of buying smaller commercial and domestic kitchen equipment companies and then super-charging their sales by giving them access to a bigger...
